+738.5%
SRCE price history and return analytics
+360.7%
+377.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.4% |
| 7D | -1.7% | -0.7% | -1.0% | -1.1% |
| 30D | +4.1% | -1.7% | +5.8% | +5.8% |
| 3M | +0.1% | -2.3% | +2.4% | +2.2% |
| 6M | +21.9% | +1.5% | +20.4% | +18.7% |
| YTD | +43.5% | +12.0% | +31.4% | +24.7% |
| 1Y | +45.8% | +12.9% | +33.0% | +25.6% |
| 3Y | +100.6% | +74.9% | +25.7% | +6.3% |
| 5Y | +95.6% | +59.9% | +35.7% | +11.6% |
| 10Y | +179.9% | +224.6% | -44.7% | -28.5% |
| All | +738.5% | +360.7% | +377.8% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling